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Assign a Task to a Team Member in a Specific Stage in a Job

Learn how to assign a task to a team member for a specific stage in a Recruitera job, so responsibilities are clear at each step.

You can make each stage's responsibilities explicit by assigning a team member a task on it — a to-do that's created automatically when a candidate reaches the stage. Editing a job's workflow needs the manage-jobs permission.

Before you start

  • Required role: a role with the Manage jobs permission

  • Where to find it: Jobs → Edit a job → Workflow tab → a stage's automations

How to assign a task to a stage

  1. On the Workflow tab, open the stage and add a Create Task automation.

  2. Choose the team member to assign, set a due date, and add a description.

  3. Save. When a candidate reaches that stage, the task is created for that person automatically.

💡 Assignees come from the job's team (add them on the Team tab first). This is the same task automation covered in Assign Automated Tasks in Your Workflow.

Frequently asked questions

Is this different from assigning automated tasks?

It's the same feature — a Create Task automation on a stage. This article focuses on using it to give one stage a clear owner.

Where do assignees see their tasks?

In their Tasks list, with a notification when the task is created.

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